Start with a straightforward referral and client-support route, or embed a fully branded partner experience. Commercial terms are agreed with you before you go live.
Yes. Equity & General are fully FCA-authorised and manage all regulatory responsibility on your behalf. Your role is as an introducer — no FCA authorisation, no additional PI insurance and no compliance infrastructure is required from your firm.
The model is designed to prevent exactly that. All client communications originate from your firm, and E&G's advisers operate alongside you, not instead of you. Your trusted introduction isn't a courtesy — it's the mechanism that makes the whole thing work.
No. A referral sends clients elsewhere and hopes for the best. Altro is collaborative — you help identify opportunities, co-develop the client communications, and receive ongoing reporting. The experience is designed to feel like an extension of your firm's service, not a hand-off.
All advice is delivered by FCA-regulated advisers, all client communications are compliant and approved, and the Introducer Agreement gives your firm a clear, documented framework. A structured, regulated process is a stronger position than ad-hoc informal guidance.
You don't need to. E&G provide the advisers, systems, compliance and operational support. Your role is to make the introduction and stay connected to your client. The time commitment is minimal; the value generated is not.
If you know an accountant who wants to support clients with better financial conversations and a trusted route into regulated advice, introduce them to Altro.
Refer an accountant →No cost, no FCA obligations, and a partnership manager who does the heavy lifting with you.